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Meet with clients to draft appropriate documents including Wills, Trusts, Powers of Attorney, and Health Care Directives, advise on estate, gift, GST, charitable, business succession, and income tax matters. Review clients existing estate plans to determine if they are achieving their goals. Collaborate with advisor teams to insure clients objectives are being meet as pertains to the estate planning or charitable needs. view job details
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The Agency Estate Planning Services Trainer/Coordinator develops and conducts any training or educational seminars necessary to guide agents and their clients through the procedural, legal, and financial aspects of their plans. Provides estate planning consultation to the agency work force. Being an Agency Estate Planning Services Trainer/Coordinator requires a bachelor's degree. Responsible for developing and maintaining relationships with professional advisors. In addition, Agency Estate Planning Services Trainer/Coordinator typically reports to a manager. Agency Estate Planning Services Tra... view job details
The Agency Estate Planning Advisory Services Director participates in training and estate planning workshops. Directs all aspects of the estate planning function including sales, staffing, and supervision. Being an Agency Estate Planning Advisory Services Director researches and advises on tax, technical, and legal questions. Ensures that the agency stays abreast of regulatory guidelines and new trends in the field. In addition, Agency Estate Planning Advisory Services Director introduces new life products to the field and contributes to design of related software and tools. May be a speaker a... view job details
The Estate Planning Business Development Director participates in training and estate planning workshops. Directs all aspects of the estate planning function including sales, staffing, and supervision. Being an Estate Planning Business Development Director researches and advises on tax, technical, and legal questions. Ensures that the agency stays abreast of regulatory guidelines and new trends in the field. In addition, Estate Planning Business Development Director introduces new life products to the field and contributes to design of related software and tools. May be a speaker at insurance ... view job details
There is currently no job description for Workforce Management Real Time Analyst. Be the first to submit the job responsibilities for a Workforce Management Real Time Analyst.
Directs and oversees a health care facility's real estate activities, including land/building acquisitions, leasing, and site location. Oversees the negotiation process for all transactions. Evaluates properties to ensure organizational needs are met. Requires a bachelor's degree. Typically reports to top management. Manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and ... view job details